1. Introduction

At Trella Advisory Group, relationships are at the heart of what we do. Protecting your personal information is an important part of maintaining trust. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with us—online or offline. 

2. Information We Collect 

We may collect personal information that you voluntarily provide, such as: 

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• Your name, email address, phone number, and organization when you contact us through our forms or by email. 

• Information shared during consultations or event registrations. 

• Technical data such as IP address, browser type, and referring pages, collected automatically to help us improve our website’s performance and user experience. 

We do not intentionally collect sensitive personal information unless it is required for a specific engagement and provided voluntarily. 

3. How We Use Your Information 

We use personal information to: 

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• Respond to your inquiries or requests. 

• Provide advisory, facilitation, and educational services. 

• Improve our website, communications, and client experience. 

• Send updates, insights, or event invitations (only if you opt in). 

• Comply with legal or regulatory requirements. 

We will never sell or rent your information to any third party. 

4. Sharing Information 

We may share your information only in limited circumstances: 

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• With trusted service providers who help us operate our business (e.g., web hosting, analytics, email services) under confidentiality agreements. 

• When required by law, court order, or regulatory obligation. 

• When necessary to protect our rights, safety, or property. 

5. Data Protection & Security 

Trella takes reasonable administrative, technical, and physical safeguards to protect your personal information against loss, theft, or unauthorized access. Access to personal data is restricted to employees or contractors who require it to perform their duties. 

6. Data Retention 

We retain personal information only as long as necessary to fulfill the purposes described in this Policy or as required by law. Once no longer needed, data is securely deleted or anonymized. 

7. Your Rights and Choices 

You have the right to: 

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• Access the personal information we hold about you. 

• Correct or update inaccurate information. 

• Withdraw consent to future communications. 

• Request deletion of your personal information, subject to legal or contractual limits. 

To exercise these rights, please contact us at carly.dorazio@trella.ca or 1-647-530-5661. 

8. Cookies & Analytics 

Our website uses privacy-friendly analytics tools to understand how visitors use the site and to improve performance. These tools may collect anonymous data such as page views, device type, and time spent on pages. No personal data is stored or shared with third parties without consent. 

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You can control or disable cookies through your browser settings if you prefer. 

9. Links to Other Websites 

Our website may include links to other websites. Trella is not responsible for the content, privacy policies, or security of these external sites. We encourage you to review their policies when visiting them. 

10. Updates to This Policy 

We may revise this Privacy Policy from time to time. The most current version will always be posted on this page with the updated effective date. Continued use of our website after changes means you accept those revisions. 

11. Contact Us 

If you have any questions, concerns, or requests related to your personal information or this Privacy Policy, please contact: 

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Trella Advisory Group 
📞 1-647-530-5661 
✉️ carly.dorazio@trella.ca